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Apr 18, 2013
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the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. to appreciate our powerful, easy-to-use platform. no, thank you. we know you're always looking for the best fill price. and walk limit automatically tries to find it for you. just set your start and end price. and let it do its thing. wow, more fan mail. hey ray, my uncle wanted to say thanks for idea hub. o well tell him i said you're welcome. he loves how he can click on it and get specific actionable trade ideas with their probabilities throughout the day. yea, and these ideas are across the board -- bullish, bearish and neutral. i think you need a bigger desk, pal. another one? traders love our trading patterns, now with options patterns. what's not to love? they see what others are trading -- like the day's top 10 options trades by volume -- and get ideas! yea i have an idea: how about trading that in for a salad? [ male announcer ] so come trade at the place that's all about options and futures. optionsxpress. open an acc
the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. to appreciate our powerful, easy-to-use platform. no, thank you. we know you're always looking for the best fill price. and walk limit automatically tries to find it for you. just set your start and end price. and let it do its thing. wow, more fan mail. hey ray, my uncle wanted to say thanks for idea hub. o well tell him i said you're welcome. he loves how he can click...
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Apr 22, 2013
04/13
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because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor neighborhood. nothing is better than owning a good stock in a good stock neighborhood. if you do not match the sector growth and do not determine whether the sector is in favor versus out of favor, then the earnings report better than expected or not, it won't mean a thing. when we return, i will give you several more ways to use these reports in the context of stock picking, not just trading. the drive you will come to see is pretty much a zero sub game. stay with cramer. i know what you're thinking... transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinki
because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor...
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Apr 23, 2013
04/13
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sector analysis is particularly important with technology because people confuse this group of stocks, which comprises 15% of the s&p 500, constantly. tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, cell phones, tech, telecommunications tech, infrastructure stocks, assemblers, each has a separate growth rate. here i like to look at the growth rates of the companies i follow versus the individual sectors. the growth rate doesn't work. cloud stock, for example, are highly valued, meaning the high values to growth rates are extreme. that means there is no room for error or hair as we call it. in 2011, one of my favorite cloud plays reported a magnificent quarter. the guidance was lighter than i was hoping. the stock immediately got pancaked and stayed ugly for a long time. why? because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related stock or a disk drive, semiconductor or cellphone company. these days knowing what the sector is isn't enough. you need t
sector analysis is particularly important with technology because people confuse this group of stocks, which comprises 15% of the s&p 500, constantly. tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, cell phones, tech, telecommunications tech, infrastructure stocks, assemblers, each has a separate growth rate. here i like to look at the growth rates of the companies i follow versus the individual sectors. the growth rate doesn't work. cloud...
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Apr 19, 2013
04/13
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we're all lamenting the lack of growth in technology, but that's because we're looking for technology in all the wrong places, like personal computers, which are just like electric coasters now. in servers, in cell phones. we should be looking for it in the oil patch, where core labs is responsible for mapping out and foipding out where the ail and gas is. the technology that core labs has invented is what's behind so many of these new fields. whether it be noble energy off the coast of israel, that's like in here, okay? or the gulf, or a whole host of companies looking for the next big discovery on this continent. oh, and let's be really discerning. when we get results from many of the oil and gas companies over the next few days, we're going to hear moaning and groaning about how the commodities come down in price. but when you have proprietary technology like core, you don't need to worry about the price of the commodity, because every company needs you to find oil where the oil is and help them get it out of the ground. that's why this stock rocketed $10 today, to finish at $136.5
we're all lamenting the lack of growth in technology, but that's because we're looking for technology in all the wrong places, like personal computers, which are just like electric coasters now. in servers, in cell phones. we should be looking for it in the oil patch, where core labs is responsible for mapping out and foipding out where the ail and gas is. the technology that core labs has invented is what's behind so many of these new fields. whether it be noble energy off the coast of israel,...
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Apr 16, 2013
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>> well, the oil is being produced through technology in advances in technology. and the companies that have that technology on board, those skills, they're going to get more out than the last guy. the people that we brought in are very smart, a family that's been in the business for years. they didn't have to deal in stock so they're making a bet on their own. >> how about utica? you've been able to amass a pretty good position. when we were in utica, we were with clemmen, previous ceo and he stumbled on what he thought would be an oily area and turned out to be natural gas. i know you've got some wells coming due right now. how does it look, more oil and gas? >> it looks great. >> it does. >> it looks more oil than gas but there is some gas there. so we'll have to build the infrastructure to get oall of te product offsite. >> when i read through the financials and conference calls, you want to do it your way, which i know builds up great value. but you'll also be outspending your current cash flow. so you'll have to make a series of disposals in order to make th
>> well, the oil is being produced through technology in advances in technology. and the companies that have that technology on board, those skills, they're going to get more out than the last guy. the people that we brought in are very smart, a family that's been in the business for years. they didn't have to deal in stock so they're making a bet on their own. >> how about utica? you've been able to amass a pretty good position. when we were in utica, we were with clemmen, previous...
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Apr 24, 2013
04/13
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how many of these new products are literally made by -- we have a lot out here, by technology that didn't exist before and how much share are you taking and business doing because of innovation? >> you know, jim, innovation is what it's all about. i was just in china and korea, we've got a new global innovation center in korea where we've got people from all over the world inventing new products, and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new digital marketing techniques, whether it's facebook apps or things we can do to communicate with moms digitally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter. what i felt when i read that, look, whatever you see in front of you is going to get better, and every time you seem to innovate, you seem to make a step function in sales. >> well, you know, jim, one of the great
how many of these new products are literally made by -- we have a lot out here, by technology that didn't exist before and how much share are you taking and business doing because of innovation? >> you know, jim, innovation is what it's all about. i was just in china and korea, we've got a new global innovation center in korea where we've got people from all over the world inventing new products, and it takes a lot of technology to make a diaper that doesn't leak or to make a facial...
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Apr 23, 2013
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and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new marketing techniques, whether it's facebook apps or things we can do to communicate with moms contingent tally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter. what i felt when i read that, look, whatever you see in front of you is going to get better, and every time you see the innovate, you seem to make a step function in sales. >> well, you know, jim, one of the great things about our business, there are babies being born every day. and the universal insight around the world is that moms want the very best product for their baby. and so you have got to continually be innovating because there -- you've got babies leaving the category, you've got babies coming into the category every day. and so we know, we've got to get out of bed every morning, coming to wo
and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new marketing techniques, whether it's facebook apps or things we can do to communicate with moms contingent tally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter....
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Apr 18, 2013
04/13
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proprietary technology in a growth business, which is oil. this is not a company that is cutthroat against halliburton, baker hughes. it's the one that everybody uses. david demshur, president and ceo of core labs. clb going higher. >> coming up, home grown? the stock may be a newcomer, but you'll recognize the brands behind realogy holdings. from coldwell banker to century 21, they're synonymous with real estate. as housing starts hit their best levels in nearly five years, can this company capitalize? cramer conducts an open house with the ceo just ahead. >>> after another really tough session the markets are growing more and more volatile by the day. can we just take a breath for a moment and remember that despite all the worries there are still parts of this economy that are going strong? like housing, a totally domestic industry. not france, not germany, not socgen. that's not going to be drilled by european woes or a chinese slowdown. they have nothing to do with each other. the housing comeback is still with us, as we know from yesterd
proprietary technology in a growth business, which is oil. this is not a company that is cutthroat against halliburton, baker hughes. it's the one that everybody uses. david demshur, president and ceo of core labs. clb going higher. >> coming up, home grown? the stock may be a newcomer, but you'll recognize the brands behind realogy holdings. from coldwell banker to century 21, they're synonymous with real estate. as housing starts hit their best levels in nearly five years, can this...
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Apr 24, 2013
04/13
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. ♪ the technology may be hard to imagine. but why you would want it... is not. the 2014 e-class. it doesn't just see the future. it is the future. iat bny mellon, our business e. is investments. managing them, moving them, making them work. we oversee 20% of the world's financial assets. and that gives us scale and insight no one else has. investment management combined with investment servicing. bringing the power of investments to people's lives. invested in the world. bny mellon. revolutionizing an industry can be a tough act to follow, but at xerox we've embraced a new role. working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done.
. ♪ the technology may be hard to imagine. but why you would want it... is not. the 2014 e-class. it doesn't just see the future. it is the future. iat bny mellon, our business e. is investments. managing them, moving them, making them work. we oversee 20% of the world's financial assets. and that gives us scale and insight no one else has. investment management combined with investment servicing. bringing the power of investments to people's lives. invested in the world. bny mellon....
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Apr 16, 2013
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and can you get something that could be bigger than what you already have and we all know that with technology you can get more out of the old fields, but this is brand new stuff. >> well, what we are doing is the wise seismics that we have been doing -- >> what? >> wise athemmic seismic, and we have done it on the shelf, and we have joined with apache on some of the fields and you look for the big discoveries under salt. you think about this, if you want to hide a big oil under it is under salt. >> how deep? >> 15,000 to 20,000 are the primary targets. >> when you talk about, you are not a huge oil company, but this is the kind of thing that i would expect a huge oil company to do, and if we have things like happened with nick moran where, or davie jones to hit some dry holes how could you be put in a damaging position by this kind of thing? >> well, the wells that we are drill i drilling are $30 million or $40 million, and we have 30%, and the one exxon is $30 million and done the first two, and the risk/reward is high and the reason they are there and while they are good sizes for us, 30 to
and can you get something that could be bigger than what you already have and we all know that with technology you can get more out of the old fields, but this is brand new stuff. >> well, what we are doing is the wise seismics that we have been doing -- >> what? >> wise athemmic seismic, and we have done it on the shelf, and we have joined with apache on some of the fields and you look for the big discoveries under salt. you think about this, if you want to hide a big oil...
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Apr 17, 2013
04/13
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. >>> it's really about technology. because none of these unconventional shale plays would matter if we didn't have the tech to make it economical to drill it. what we really have is an energy technology revolution and these advances aren't unique to north america. they're spreading all over the globe, and who's spearheading this transformation? who represents the vanguard of the oil revolution and its intellectual property? easy. that's core labs. clb. i like to think of it as a technology company that happens to be in the oil service business. core's proprietary technology helps oil companies figure out where to drill. it also helps them squeeze more crude out of existing reservoirs. now, core labs got hit hard today, down $3.41, 2.63%. the company just reported a terrific quarter. 7 cent earnings beat off $1.15 basis. revenue coming in higher than expected up 11% year over year. and raising its guidance for next quarter. don't have a lot of companies doing that. i think the stock bounces back and then some tomorrow.
. >>> it's really about technology. because none of these unconventional shale plays would matter if we didn't have the tech to make it economical to drill it. what we really have is an energy technology revolution and these advances aren't unique to north america. they're spreading all over the globe, and who's spearheading this transformation? who represents the vanguard of the oil revolution and its intellectual property? easy. that's core labs. clb. i like to think of it as a...
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Apr 23, 2013
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so there's lots of different places that this technology can be broken into. so looking at how to secure it is a very difficult thing. >> we had an e-mail sent around nbc a little while ago, reminding everybody about securing your social media and other accounts and the message seemed to me, michelle, make your password as long as possible. that is what -- >> are we supposed to release all of that that we just heard? >> i'm just saying, make it as long as possible. >> long and complex. >> i would not say that's the key, because that, too, is also -- >> complexity is one thing, but length, they're telling us is another key component to making it a successful password. >> think about it. if they've compromised your computer and they have remote control access to your computer and you're already logged on, it doesn't matter how long your password is. >> bill, the issue is a hacker can e-mail your a photo at some event where i allegedly met bill griffeth and they're following you and can see you put in that very long password and type it back in. >> not only that,
so there's lots of different places that this technology can be broken into. so looking at how to secure it is a very difficult thing. >> we had an e-mail sent around nbc a little while ago, reminding everybody about securing your social media and other accounts and the message seemed to me, michelle, make your password as long as possible. that is what -- >> are we supposed to release all of that that we just heard? >> i'm just saying, make it as long as possible. >>...
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Apr 23, 2013
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the technology giant out any minute now. we'll have those numbers the instant they are released and we'll break them down and show you what the stock does, setting the tone for tomorrow. back in a moment. 2550 opportunities are waiting to be found in faraway places. tdd#: 1-800-345-2550 markets on the rise. tdd#: 1-800-345-2550 companies breaking through. tdd#: 1-800-345-2550 endless possibilities. tdd#: 1-800-345-2550 with schwab, i search the globe for the big movers. tdd#: 1-800-345-2550 i can trade in 30 different markets tdd#: 1-800-345-2550 to help me seize opportunities, tdd#: 1-800-345-2550 potentially better returns and new ways to diversify. tdd#: 1-800-345-2550 to get an edge, i use schwab's global research. tdd#: 1-800-345-2550 they give me equity ratings on foreign stocks tdd#: 1-800-345-2550 based on things like fundamentals, tdd#: 1-800-345-2550 momentum and risk. tdd#: 1-800-345-2550 i also have access to independent firms tdd#: 1-800-345-2550 like ned davis research and economist intelligence unit. tdd#: 1-8
the technology giant out any minute now. we'll have those numbers the instant they are released and we'll break them down and show you what the stock does, setting the tone for tomorrow. back in a moment. 2550 opportunities are waiting to be found in faraway places. tdd#: 1-800-345-2550 markets on the rise. tdd#: 1-800-345-2550 companies breaking through. tdd#: 1-800-345-2550 endless possibilities. tdd#: 1-800-345-2550 with schwab, i search the globe for the big movers. tdd#: 1-800-345-2550 i...
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Apr 24, 2013
04/13
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technology, cyclicals? >> you know, it is very interesting because the first quarter was so strong and when you look at the sectors that outperformed there were health care staples and utilities and everyone is classifying them as defensive and when you look at an underlying them they all have yield. so what the market is telling you is that the investor base is still seeking yield as we still have a very low interest rate environment and as the federal reserve keeps telling us that they're going to maintain a low interest rate environment. >> i think i want you to make a judgement. what do you think people should do? >> well, we really like mega-caps. we like growth stocks and select cyclicals. so we really like a well-diversified portfolio of stocks here. >> okay, mary, let's talk about gold. clearly, we had a very rough couple of days in the end of the week before last and into monday we lost 13% as everybody is aware over that two-day period. once in a generational move. since then, of course, what's be
technology, cyclicals? >> you know, it is very interesting because the first quarter was so strong and when you look at the sectors that outperformed there were health care staples and utilities and everyone is classifying them as defensive and when you look at an underlying them they all have yield. so what the market is telling you is that the investor base is still seeking yield as we still have a very low interest rate environment and as the federal reserve keeps telling us that...
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Apr 16, 2013
04/13
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the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. >>> i've been dying to find out who won. we had a tie here. and by a slim margin, like one vote, literally, b.k. won. >> yay! >> at the end of the day, b.k. won. >> there's always another street fight, you'll have your opportunity tomorrow. >> i like the way you're trying to point out it was just -- >> slim margin. slim margin. >> just a little. >> you were close. next time, keep trying. >> hit the final trade here. keith? >> i like consumption, starwood, h.o.t. long. >> tim? >> the mexican consumer, eww. >> b.k.? >> i would sell the german consumer ewg. >> guy? >> this linkedin has mojo. lnkd. >> i'm melissa lee. see you tomorrow again here at 5:00 for more "fast." don't go anywhere, "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. >> you need to get in the game! they're going to go out of business and he's nuts! they're nuts! they know nothing! >> i always like to say there is a bull
the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. >>> i've been dying to find out who won. we had a tie here. and by a slim margin, like one vote, literally, b.k. won. >> yay! >> at the end of the day, b.k. won. >> there's always another street fight, you'll have your opportunity tomorrow. >> i like the way you're trying to point out it was just -- >> slim margin. slim margin....
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Apr 16, 2013
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zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. her long day of pick ups and drop offs begins with arthritis pain... and a choice. take up to 6 tylenol in a day or just 2 aleve for all day relief. all aboard. ♪ ♪ shimmy, shimmy chocolate. ♪ shimmy, shimmy chocolate. ♪ we, we chocolate cross over. ♪ yeah, we chocolate cross over. ♪ [ male announcer ] introducing fiber one 80 calorie chocolate cereal. ♪ chocolate. >>> gold's big drop represents a buying opportunity for some people, including maybe the entire country of india. see seema mody joins us with the details. >> that's right. you can bet there are actual gold bugs in india seeing the sharp drop in the price in gold as a good buying opportunity. and that's what i'm hearing, as well. some of the indian retailers confirming that they are seeing heightened d
zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. her long day of pick ups and drop offs begins with arthritis pain... and a choice. take up to 6 tylenol in a day or just 2 aleve for all day relief. all aboard. ♪ ♪ shimmy, shimmy chocolate. ♪ shimmy, shimmy chocolate. ♪ we, we chocolate cross over. ♪...
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Apr 23, 2013
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dupont, travelers and united technology. we'll hear from coach, delta air lines, lockheed martin, us airways and sweet row. and, of course, apple, at&t and yum brands after the close. we've talked about airlines, let's get back to ray in the idle. do you want to start with delta? what do you expect to hear as we roll into earnings season today? >> well, basically, the first quarter is the worst quarter for airlines historically. the airlines should make some marginal profitability, but they have had negatively affected in the first quarter by more severe weather than usual. so we're not going to see a lot of earnings for the airlines the first quarter. it's more important looking into the future the second and third quarter, the heavier travel periods. and in the second quarter, of course, we've got this major uncertainty regarding the budget crisis. >> exactly. and before we get into that, we're also going to hear from the likes of united continental after that merger. and wa do you expect? this is a little later in the wee
dupont, travelers and united technology. we'll hear from coach, delta air lines, lockheed martin, us airways and sweet row. and, of course, apple, at&t and yum brands after the close. we've talked about airlines, let's get back to ray in the idle. do you want to start with delta? what do you expect to hear as we roll into earnings season today? >> well, basically, the first quarter is the worst quarter for airlines historically. the airlines should make some marginal profitability,...
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Apr 18, 2013
04/13
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i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you know, blue chips with good dividends make a lot of sense right now. >> at the same time, michael, you know, your stock picks make me scratch my head because if it's such a defensive portfolio, why are you getting into something more levered to the consumer and to the economy being fedex and yum brands? >> well, i'm so glad you asked me, i always -- i always try to hit them where they ain't. and these are two stocks people don't like right now. they're worried about avian flu, they're worried about some of the politics, of course, with yum brands and kentucky fried chicken in china. huge amount of the growth in china. i think that's a short-term story. and i think that the long-term story is really fabulous for yum, particularly in asia and the growth.
i'm a little bit heavier in health care, probably about flat in technology. but consumer staples and health care are two of those defensive sectors that i think leave you in a little bit better stead. i'm heavier in industrials, a little bit lighter in financials. this is a defensive portfolio that i think, you know, blue chips with good dividends make a lot of sense right now. >> at the same time, michael, you know, your stock picks make me scratch my head because if it's such a...
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Apr 23, 2013
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this is food technology. the greatest technological advances in the country may very well have taken place in the oil industry, right? >> fracing. >> i was thinking you would go tang because that was nasa. >> we talk technology all of the time and we think silicon valley, but it's not. >> there's an article today in "the new york times" and i had rich kinder on, core labs, why? they map reservoirs and find there's a lot more oil and gas than you thought. american company, this is the kind of company, and it's the government. i find that when you look at halliburton. halliburton has pioneered everything from great sideways drilling to fracing fluid that tastes every bit as good as that mccafe that does not have the -- >> that is not true. the fracing fluid does not taste as good as the smoothie. >> the hibiscus taste, had i cut the fracing fluid with belvedere. >> tequila! >> then we'd never -- i'd become an alcoholic fracing fluid plus cuervo. >> fracing fluid from tequila. that will wake you up every morning
this is food technology. the greatest technological advances in the country may very well have taken place in the oil industry, right? >> fracing. >> i was thinking you would go tang because that was nasa. >> we talk technology all of the time and we think silicon valley, but it's not. >> there's an article today in "the new york times" and i had rich kinder on, core labs, why? they map reservoirs and find there's a lot more oil and gas than you thought....
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Apr 18, 2013
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technology stops. it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today after reports from microsoft, ibm and google. google expected to hit 14.2 billion. mark mahaney rates google ads an outperform. he joins us from san francisco this morning. good to have you back. >> good to be here, carl. >> we'll get a lot of information of the names we mentioned. what is the most important? >> the igest issue is the concern that mobile internet usage, which is the mundmental biggest trend is the stocks traded up as cpcs improve. if they improve this quarter, the stocks should trade up. that's the key number. >> we were looking at a slew of price target increases a
technology stops. it will probably outperform the most defensive names. a lot of money is going into defensive names. as interest rays go up, as confidence returns, money will move from that part of the market towards more agretsive aims. but if you go for that long-term perspective, then it's worst being over the growth areas of the markets. >> david, always good to talk with you. thank you so much for the time. we'll talk to you soon. >> thank you. >> teches are lower today...
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Apr 23, 2013
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travelers in united technologies. the numbers, instant analysis and hopefully, brian, we'll have pants. all of that right after the break. [ penélope ] i found the best cafe in the world. nespresso. where there is an espresso to match my every mood. ♪ where just one touch creates the perfect coffee. where every cappuccino and latte is made at home. and where i can have exactly what i desire. ♪ nespresso. what else? ♪ lets you jump backwards and forwards in time to capture the perfect shot. blackberry z10 with time shift. built to keep you moving. see it in action at blackberry.com/z10 >> welcome back, everybody. we are in the chairs. yes, brian has put his pants on. we are watching for s.e.c. adas to hit the east coast. they are due to hit in big numbers this year. national geographic had a story out this morning that talked about why they come out on 13-or 17-year cycles. >> i haven't spent much time. >> soil ph? >> it's in their dna. this is the survival of the fittest. the one withes that came out every year
travelers in united technologies. the numbers, instant analysis and hopefully, brian, we'll have pants. all of that right after the break. [ penélope ] i found the best cafe in the world. nespresso. where there is an espresso to match my every mood. ♪ where just one touch creates the perfect coffee. where every cappuccino and latte is made at home. and where i can have exactly what i desire. ♪ nespresso. what else? ♪ lets you jump backwards and forwards in time to capture the perfect...
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Apr 17, 2013
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bny mellon. >>> shares are dragging basically all of technology down. alex gana is a managing director with jmp securities. he joins us on the news line this morning. thanks for coming to the phone. >> thank you ch it feels like it's trying to find legs here. what is your very near term view? >> i think the problem for apple today is we have a major component provider cirrus talking about inventory build and guiding down pretty hard for the forward quarter. they are intensifying competition. i'm not sure you're going to get a lot of near-term relief from apple. >> are they telling you anything you didn't already know or suspect, alex? >> i think the magnitude is worse than what people were thinking. because i think you're absolutely right. people were braced for a poor seasonal quarter. but the magnitude coupled with the success that samsung has in the market. it has investors nervous on this stock. >> it's amazing to look at the year to dlat losses on apple. 20 plus per cent. it's just a fluke of the calendar, perhaps. can they work their way out of th
bny mellon. >>> shares are dragging basically all of technology down. alex gana is a managing director with jmp securities. he joins us on the news line this morning. thanks for coming to the phone. >> thank you ch it feels like it's trying to find legs here. what is your very near term view? >> i think the problem for apple today is we have a major component provider cirrus talking about inventory build and guiding down pretty hard for the forward quarter. they are...
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Apr 16, 2013
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and we've got third quarter numbers from hgl technologies. producer inflation data coming out of south korea. >> earlier, we asked is the dip in gold prices an opportunity to buy the pressure metal or are the freeing the market? aaron in chicago tweeted in to say, gold bugs are forever. i'm not sure that's an answer. >> that's for christmas. >>. >> here is another one, i can't think of anything in recent history that's so silly and stupid, full of hype and baloney. continue to send us your thoughts. [singing] hoveround takes me where i wanna go... where will it send me... one call to hoveround and you'll be singing too! pick up the phone and call hoveround, the premier power chair. hoveround makes it easier than any other power chair. hoveround is more maneuverable to get you through the tightest doors and hallways. more reliable. hoveround employees build your chair, deliver your chair, and will service your chair for as long as you own your chair. most importantly, 9 out of 10 people got their hoveround for little or no cost. call now for y
and we've got third quarter numbers from hgl technologies. producer inflation data coming out of south korea. >> earlier, we asked is the dip in gold prices an opportunity to buy the pressure metal or are the freeing the market? aaron in chicago tweeted in to say, gold bugs are forever. i'm not sure that's an answer. >> that's for christmas. >>. >> here is another one, i can't think of anything in recent history that's so silly and stupid, full of hype and baloney....
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Apr 24, 2013
04/13
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and in technology industry, more than in any other industry, six months is a lifetime. so if you get hurt by six months or a year, you are hurt deeply. >> you think this came back to hurt intel. amd is under $2 billion company at this point. intel is over 100 billion. it would be doing better? >> that's an interesting theory i have which is a strong opinion after ten years of battling intel is that the companies that have done unfair practices in the business have been hurt even more over the long run. >> because they are focusing on the competition rather than focusing on what they should be doing in r & d themselves? >> exactly. one of the things i talk about in the book that i think is very interesting is we adopted a business strategy that's quite different from other companies and we said we're going to focus on the customer and if we could really get in bed with the customer so deeply entrenched and understand what they want and need, who cares what competition does. we'll understand the customer better. intel and microsoft focus internally on competing and trying
and in technology industry, more than in any other industry, six months is a lifetime. so if you get hurt by six months or a year, you are hurt deeply. >> you think this came back to hurt intel. amd is under $2 billion company at this point. intel is over 100 billion. it would be doing better? >> that's an interesting theory i have which is a strong opinion after ten years of battling intel is that the companies that have done unfair practices in the business have been hurt even...
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Apr 16, 2013
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zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that companies depend on today's xerox for services that simplify how work gets done. which is...pretty much what we've always stood for. with xerox, you're ready for real business. >>> you're looking at a live shot of the white house briefing room where the president is scheduled to speak on the boston bombings in just a few minutes time. when he comes to the podium we'll take that live. we're also watching laguardia airport in new york city where the central terminal has been evacuated due to a suspicious package. somethi
zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that...
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Apr 16, 2013
04/13
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zap technology. departure. hertz gold plus rewards also offers ereturn-- our fastest way to return your car. just note your mileage and zap ! you're outta there ! we'll e-mail your receipt in a flash, too. it's just another way you'll be traveling at the speed of hertz. >>> welcome back to squawk. let's get down to the new york stock exchange and jim cramer. >> good morning, jim. >> lots to talk about. we account talk about boston and the impact on the market. i would love to hear your view on the psychology there, but also coca cola there. goldman sachs, j&j, we had good numbers. >> coca-cola doesn't have to say anything positive and people absolutely lap it up as they've done for all of the consumer products company and everies single one whereas, goldman sachs they just put a single boilerplate line about what everybody knows which is the macro environment and you're supposed to throw the stock out. i think that is a mistake, and i think the book value is for real. j & j is blessed. he's making it better. j
zap technology. departure. hertz gold plus rewards also offers ereturn-- our fastest way to return your car. just note your mileage and zap ! you're outta there ! we'll e-mail your receipt in a flash, too. it's just another way you'll be traveling at the speed of hertz. >>> welcome back to squawk. let's get down to the new york stock exchange and jim cramer. >> good morning, jim. >> lots to talk about. we account talk about boston and the impact on the market. i would love...
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Apr 17, 2013
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the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. only hertz gives you a carfirmation. hey, this is challenger. i'll be waiting for you in stall 5. it confirms your reservation and the location your car is in, the moment you land. it's just another way you'll be traveling at the speed of hertz. [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial can help you take charge of your future. ♪ >>> details emerge in the boston bombing investigation. we will bring you the latest from law enforcement officials on possible suspects and bomb materials. plus the reaction in the markets. >>> bank of america reporting. first number that the company's giving is 20 cents a share, net income of $2.6 billion. >>> we've got an analyst to break down the results. >> volatility and equities and commodities. we're going to tell you what's driving moves in stocks, currency and gold. the
the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. only hertz gives you a carfirmation. hey, this is challenger. i'll be waiting for you in stall 5. it confirms your reservation and the location your car is in, the moment you land. it's just another way you'll be traveling at the speed of hertz. [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your...